📄 Create a Custom Report
Go to the Reports and choose Custom Report Builder.
Select the Program and Cycle for which you want to create a report.
Check Select All or individually check elements from: Profile Data, General Application Data, and Application Pages.
Sort the report using the Ordered By and Direction dropdown menus.
Click Build Report.
Click View Report to see a browser version or click Download to Excel to download a spreadsheet.
🎥 30-second video showing an admin building a Custom Report by selecting the Program, Cycle, report fields, and clicking 'Build Report'.
📝 Notes:
Applications in the Received status will be included by default. You can include any applicable status(es) in your report.
If you select a table page, check include application details to view detailed items instead of just subtotals and grand totals.
If you select a Media Library Selection page, a second Media Report will be available after clicking Build Report. This is the only way to view detailed information regarding media attachments.
💡 Tips:
To select specific data points from a longer page (like an email or phone number) follow these steps:
Select the page the data is part of.
All questions from the selected page will be included in the report.
Then delete or hide any unneeded columns once you open the report in Excel or Google Sheets.
Use the templated NEA and Locations Reports to create a report automatically ready to send to the NEA. 👉 Learn more about the NEA reports.
